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Sutton Place Investors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Sutton Place Investors’s Portfolio BBAG Stock Details BBAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$384K Sell
8,363
-714
-8% -$32.8K 0.19% 99
2026
Q1 		$419K Buy
9,077
+143
+2% +$6.64K 0.23% 85
2025
Q4 		$415K Buy
8,934
+5
+0.1% +$233 0.23% 84
2025
Q3 		$417K Buy
8,929
+895
+11% +$41.3K 0.24% 83
2025
Q2 		$371K Sell
8,034
-375
-4% -$17.1K 0.22% 85
2025
Q1 		$388K Sell
8,409
-866
-9% -$39.5K 0.26% 77
2024
Q4 		$419K Sell
9,275
-7,047
-43% -$324K 0.24% 89
2024
Q3 		$772K Buy
16,322
+3,957
+32% +$184K 0.47% 54
2024
Q2 		$561K Buy
12,365
+3,613
+41% +$163K 0.37% 65
2024
Q1 		$401K Buy
8,752
+552
+7% +$25.3K 0.2% 116
2023
Q4 		$382K Sell
8,200
-227
-3% -$10.1K 0.28% 95
2023
Q3 		$373K Sell
8,427
-1
-0% -$45 0.49% 45
2023
Q2 		$389K Sell
8,428
-123
-1% -$5.73K 0.54% 46
2023
Q1 		$401K Buy
8,551
+342
+4% +$15.9K 0.55% 40
2022
Q4 		$376K Buy
+8,209
New +$375K 0.54% 40

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sutton Place Investors's BBAG Position: Q2 2026 in Review

Sutton Place Investors reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 7.9% in Q2 2026, selling an estimated $32.8K and leaving 8,363 shares worth $384K. The position accounts for 0.19% of the portfolio, ranked #99.

Sutton Place Investors first reported a position in BBAG in Q4 2022 and has held it in 15 quarters since. The position peaked at $772K in Q3 2024. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Sutton Place Investors held 8,363 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $384K as of Q2 2026.
  • Sutton Place Investors sold 714 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $32.8K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.19% of Sutton Place Investors's portfolio in Q2 2026, its #99 holding.
  • Sutton Place Investors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Sutton Place Investors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $772K in Q3 2024.
  • 107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.